russia

This week’s charts begin by revisiting our table of winners and losers in the S&P 500

Our visualisations explore different roles of the global reserve currency.

Has Europe stockpiled enough natural gas to counter Putin's plans to cripple its industry?

Last month the Russian government missed a payment on a Eurobond because financial sanctions meant that it was unable to service its debt. Russia managed to evade a...

In the AFR I write that it’s curiously un-Australian to be woefully unprepared for a fight. But that is the situation we find ourselves in. And it is the crisis that...

Russia is near to defaulting on up to US$150 billion of foreign currency debt writes Christopher Joye. If China consents to provide military aid to Russia it would...

The Ukrainian-Russian conflict is more complex than most Western analysts acknowledge, writes Coolabah Capital's Christopher Joye. Here, he makes his case and shares...

As Russia’s war in Ukraine continues, investors are starting to wonder what global trade without Russia will look like. In particular, investors are wondering what...

In the AFR I write that back in October 2021, we warned that the risk of global military conflicts was much higher than many people---including those in...

Gold got off to a strong start this year, rallying by 5%, putting it close to all-time highs. While much of the world’s focus is (rightly) on Ukraine, history suggests...

In October last year, we published new academic research on modelling global conflict risks using advanced statistical methods, including artificial intelligence...

The Weekly S&P500 ChartStorm is a selection of 10 charts which I hand pick from around the web and post on Twitter. The purpose of this post is to add extra color and...

Tim Toohey, head of macro and strategy at Yarra Capital Management, sat down with our own Patrick Poke this week to discuss all things macro. The first 20 minutes of...

Yesterday Russian President Vladimir Putin announced a "special military operation" in Ukraine - an apparent euphemism for "invasion". For many investors who haven't...

In this episode, David is joined by Mattias Westman & Akshay Bhutiani of Prosperity Capital Management. A fund manager that focuses on investing in public companies...

In the latest Inside the Rope podcast episode, I speak with Mattias Westman, Founding Partner at Prosperity Capital Management. In our conversation Mattias and I...

Local market was started positive before falling and then making a decent recovery on average China inflation data to finish mainly flat. Tomorrow is the last day of...